UBS Group
DIVY icon

UBS Group’s Sound Equity Dividend Income ETF DIVY Stock Holding History

UBS Group’s Portfolio DIVY Stock Details DIVY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$33.6K Buy
1,223
+359
+42% +$9.95K ﹤0.01% 7616
2025
Q4 		$22.8K Sell
864
-1,831
-68% -$47.4K ﹤0.01% 7692
2025
Q3 		$70.5K Sell
2,695
-636
-19% -$16.5K ﹤0.01% 7329
2025
Q2 		$85.3K Buy
3,331
+1,903
+133% +$46.3K ﹤0.01% 7362
2025
Q1 		$36.6K Buy
1,428
+1,256
+730% +$32.5K ﹤0.01% 7815
2024
Q4 		$4.39K Buy
172
+125
+266% +$3.33K ﹤0.01% 8757
2024
Q3 		$1.27K Sell
47
-323
-87% -$8.45K ﹤0.01% 8675
2024
Q2 		$9.31K Buy
+370
New +$9.56K ﹤0.01% 7748
2024
Q1 		– Sell
-6,065
Closed -$158K – 9439
2023
Q4 		$158K Buy
6,065
+5,991
+8,096% +$148K ﹤0.01% 5916
2023
Q3 		$1.84K Sell
74
-436
-85% -$11.2K ﹤0.01% 7812
2023
Q2 		$12.9K Buy
510
+405
+386% +$10.1K ﹤0.01% 7058
2023
Q1 		$2.69K Sell
105
-468
-82% -$12.3K ﹤0.01% 8468
2022
Q4 		$14.7K Buy
573
+63
+12% +$1.61K ﹤0.01% 8051
2022
Q3 		$12K Buy
+510
New +$13K ﹤0.01% 8154
2022
Q2 		– Sell
-548
Closed -$15K – 10420
2022
Q1 		$15K Sell
548
-111
-17% -$2.92K ﹤0.01% 7822
2021
Q4 		$17K Sell
659
-88
-12% -$2.22K ﹤0.01% 8053
2021
Q3 		$18K Buy
747
+734
+5,646% +$18.2K ﹤0.01% 7271
2021
Q2 		$0 Buy
+13
New +$331 ﹤0.01% 9454

Other funds holding DIVY

SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
KCM
Key Capital Management Hendersonville, Tn 37075, Tennessee $151M AUM
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
HHCP
Hilton Head Capital Partners Hilton Head Island, South Carolina $177M AUM

UBS Group's DIVY Position: Q1 2026 in Review

UBS Group increased its Sound Equity Dividend Income ETF (DIVY) stake by 42% in Q1 2026, buying an estimated $9.95K and bringing the position to 1,223 shares worth $33.6K. The position accounts for ﹤0.01% of the portfolio, ranked #7616.

UBS Group first reported a position in DIVY in Q2 2021 and has held it in 18 quarters since. The position peaked at $158K in Q4 2023. 18 funds tracked by Wall St. Rank hold DIVY as of Q1 2026.

  • UBS Group held 1,223 shares of Sound Equity Dividend Income ETF worth $33.6K as of Q1 2026.
  • UBS Group bought 359 Sound Equity Dividend Income ETF shares in Q1 2026, an estimated $9.95K.
  • Sound Equity Dividend Income ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #7616 holding.
  • UBS Group first reported a position in Sound Equity Dividend Income ETF in Q2 2021 and has held it in 18 quarters since.
  • UBS Group's Sound Equity Dividend Income ETF position peaked at $158K in Q4 2023.
  • 18 funds tracked by Wall St. Rank held Sound Equity Dividend Income ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.